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Investor Presentation

Sarda Energy & Minerals Investor Presentation: Key Takeaways

Sarda Energy reported steady Q1 FY27 results with consolidated EBITDA of Rs. 762 Cr (9.4% YoY growth) and record PAT of Rs. 478 Cr, driven by the energy segment and a one-time tariff true-up.

Highlights
Revenue growth0.2% YoY growth in Total Income.
MarginsConsolidated EBITDA margin at 44.4% vs 40.7% YoY.
Demand visibilityStrong; aligned with India's long-term energy and manufacturing vision.
Management confidenceHigh; citing net debt-free balance sheet and strong cash generation.

Growth

Total income Rs. 1,717 Cr (0.2% YoY); PAT Rs. 478 Cr (9.4% YoY); Cash profit Rs. 712 Cr (11.0% YoY).

Outlook

Targeting Rs. 10,000+ Cr capex to double energy capacity and quadruple mining capacity by FY30.

Risks

Operations impacted by transmission tower collapse at Sikkim hydro plant and maintenance shutdowns in steel/ferro alloys units.

Last quarter's promises, checked

Delivered

  • Guided >INR2,000 Cr EBITDA for FY26 → delivered INR2,025 Cr (= BEAT)
  • Guided 30MW TG set commissioning by Q1 FY27 → delivered (on track) (= BEAT)
  • Guided net debt reduction → delivered INR215 Cr from INR1,566 Cr (= BEAT)

Partly delivered

  • Guided 400 Cr units SKS sales → delivered 375 Cr units in FY26 (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: SARDAEN. Summary written with AI assistance from the document.

Read the document ↗

Sarda Energy & Minerals Ltd: key numbers

Share price
₹493.15
Market cap
₹17,378 Cr
Revenue (annual)
₹5,690 Cr
Net profit (annual)
₹1,106 Cr
P/E (TTM)
15.4×Sector 19.0×
Promoter holding
73.16%+0.00% QoQ
FII holding
3.51%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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